$特斯拉(TSLA)_老虎社区_美港股上老虎

东成西不就

2021-08-03

$特斯拉(TSLA)$德州工厂Q4可以量产Y

试产CyberTruck

柏林工厂预计很快拿到许可

这样今年100万量，明年200万辆可期

除了跑量的Y和3，还可以大量交付提升利润的X和S

再叠加FSD的自订阅和自我习惯驾驶模式，极大的提升盈利能力

这还没有算能源Powerwall和屋顶，蓄能的营收

未来几个Q大概率会看到PE极快降低，从300到100，甚至几十倍，股价改有所表现了，大盘配合的话，短期先破1000。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

爱在喜欢前
2021-08-03
爱在喜欢前
s和x销量预期很低的
- 爱在喜欢前回复东成西不就:
  你觉得s和x现在的销量是受制于产能？
- 东成西不就:
  加州设计产能是10w
BeGreedyMan
2021-08-03
BeGreedyMan
我觉的今年百万辆是有可能的
- 东成西不就:
  按马一龙的个性，内部挑战目标了
操盘之王特朗普
2021-08-03
操盘之王特朗普
今年85-90吧
- 东成西不就回复操盘之王特朗普:
  上海升级过了，可以干到50，Fremond 3/X也是设计50万的产能。瓶颈在电池和车MCU/Moseft等芯片组件
- 操盘之王特朗普回复东成西不就:
  但产能就两个工厂，新的工厂到四季度产能爬坡也需要一段时间吧
- 东成西不就:
  汽车芯片乐观估计不短缺
东成西不就
2021-08-03
东成西不就
补上产能数据

发表看法

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